Fiduciary management was conceived as a sophisticated and holistic solution to the shortcomings of pension asset management that became evident after the equity market downturn of 2000-03
Postponing the difficult decisions involved in tackling the economy’s productive weaknesses will only make matters worse
The race is on to complete the EU’s flagship Capital Markets Union project before the mandates of the Commission and Parliament elapse next year
Another step by Brussels to ease financing to business across the EU comes with measures to facilitate the cross-border distribution of investment funds
Insurance companies hope to play a greater role in 401(k) retirement savings plans if congress approves new rules on annuities
Some 59% of US defined contribution (DC) plans’ assets and 47% of Individual Retirement Accounts (IRAs) are invested in mutual funds, with a total of $8.8trn (€7.5trn). Overall, the US mutual fund industry manages about $22trn on behalf of more than 100m investors.
Incorporating changing behaviour and technological trends in retirement planning is essential
“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”
The focus of ESG investment has been moving towards the environmental over several years. Topics like green bonds, carbon indices, green ETFs, portfolio carbon footprinting and decarbonisation are making headway
It is impossible to know how today’s CIOs will look back on their actions in the 2010s. But, we still have time to avert the worst of runaway climate change
Around the beginning of the 2000s enthusiasm for pension funding was at a high. As Germany took measures to unwind the cosy ‘Rhineland capitalism’ cross-share-holdings, book reserve pension liabilities seemed like yesterday’s solution
This spring marks 20 years since the first issue of IPE. Our founders Piers Diacre and Fennell Betson started this publication with an assumption that funded pension systems would become more widespread in time, leading to increased diversification and a need for clear, well-researched and well-presented information.
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